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President/principal/chief Compliance Officer · CJM Wealth Advisers, LTD.

Tracey A. Baker

CRD 2763899 · Named on Form ADV at one SEC-registered adviser

At a glance

CJM Wealth Advisers, LTD., an SEC-registered wealth manager based in Falls Church, VA with $1.5 billion in regulatory assets, lists Tracey A. Baker on its Form ADV as President/principal/chief Compliance Officer, a control person.

Firms and roles

  • CJM Wealth Advisers, LTD.President/principal/chief Compliance OfficerWealth manager · Falls Church, VA · $1.5B in regulatory assets

AtlasMembers

Tracey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tracey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.